Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Craffen is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered as a Registered Investment Advisor with Wealth Enhancement Advisory Services, LLC, where he provides investment advisory services to individuals, corporations, and other entities. Stephen has a Series 7 and Series 6 license and is a Certified Financial Planner. Stephen has a broad range of experience serving clients across various investment needs and is also an ERISA 3(38) Investment Manager. Stephen is dedicated to helping clients reach their financial goals through personalized advice and a comprehensive approach to wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
NJ
06/17/2024 - Present
Wealth Enhancement Advisory Services, LLC (OAKLAND NJ)
AZ
06/24/1994 - 01/24/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
06/22/1993 - 06/27/1994
PML SECURITIES COMPANY (NEWARK DE)
NJ
07/18/1988 - 01/07/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/18/1988 - 01/07/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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